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// 商业与金融运营类职业 · 岗位技能与能力要求 · SOC 13-2052

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▶来自 O*NET 的 3 项典型任务

//Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
//Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
//Answer clients' questions about the purposes and details of financial plans and strategies

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